15 01, 2021

Testamentary Trusts

By |2021-01-14T13:21:13-07:00January 15th, 2021|Legal Documents|0 Comments

Testamentary Trusts Testamentary trusts are a type of trust that is created through your Will after you pass away. In this article, we will go over what a testamentary trust is and how it works. The Basics Testamentary trusts are trusts set up by your Last Will and Testament. Your Will instructs your executor to [...]

2 09, 2020

Celebrity Estate Planning Mistakes-Part 3

By |2021-07-13T03:59:47-07:00September 2nd, 2020|Legal Documents|0 Comments

Celebrity Estate Planning Mistakes This is the third installment in our celebrity estate planning mistakes series. In this article, we will go over the mistakes Princess Diana, Florence Griffith Joyner, Jimi Hendrix, Jenni Rivera, and Michael Jackson made. We can all learn from their mistakes and protect our families. Princess Diana Died: August 31, [...]

29 07, 2020

Duties of Being a Successor Trustee

By |2020-09-25T08:51:28-07:00July 29th, 2020|Legal Documents|0 Comments

Duties of Being a Successor Trustee The duties of being a successor trustee will vary from trust to trust. But your role does not come into effect until the initial trustee becomes incapacitated or is deceased. In this article, we will go over some of the duties of being a successor trustee to give [...]

27 05, 2020

Creditor Protection Trust

By |2020-09-25T10:01:22-07:00May 27th, 2020|Legal Documents|0 Comments

Creditor Protection Trust When looking into estate planning there are some who are hoping to get a creditor protection trust. Unfortunately, some do not realize all that is entailed in setting up one successfully. In this article, we will go over how to set up a creditor protection trust properly so you can protect [...]

3 04, 2020

Veterans Asset Protection Trust

By |2020-09-25T11:09:28-07:00April 3rd, 2020|Legal Documents|0 Comments

Veterans Asset Protection Trust A Veterans Asset Protection Trust is a special type of trust that allows a veteran to protect their assets and qualify for veteran benefits. In this article, we will go over the basics of setting up a Veterans Asset Protection Trust and how they work. How It Works A Veterans [...]

16 01, 2020

Charitable Lead Trust

By |2020-09-28T12:50:47-07:00January 16th, 2020|Legal Documents|0 Comments

Charitable Lead Trust A charitable lead trust is a type of irrevocable trust. In the proper circumstances, they can help you to reduce your tax liability, provide for loved ones, and support charity. In this article, we will discuss how a charitable lead trust works. Purpose The purpose of a charitable lead trust is [...]

18 12, 2019

Charitable Remainder Trust

By |2020-09-28T12:59:50-07:00December 18th, 2019|Legal Documents|0 Comments

Charitable Remainder Trust A charitable remainder trust can be a powerful estate planning tool. In the right situation, it can provide you with many financial benefits. In this article, we will go over the basics of charitable remainder trusts so you can determine if one is right for you. The Basics A charitable remainder [...]

11 10, 2019

Common Estate Planning Terms

By |2020-09-28T13:20:09-07:00October 11th, 2019|Legal Documents|0 Comments

Common Estate Planning Terms There are certain common estate planning terms that you should be familiar with as you embark on your estate planning journey. Below you will find a categorical list of these common estate planning terms. General Estate Planning Terms Estate An estate is the total value of assets and debts that [...]

6 09, 2019

Medicaid Trust

By |2020-09-28T13:27:33-07:00September 6th, 2019|Legal Documents|0 Comments

Medicaid Trust A Medicaid trust is a useful tool for Medicaid planning. A Medicaid trust is an irrevocable trust that must follow certain guidelines to be valid. In this article, we will go over the basics of Medicaid trusts. Qualifying for Medicaid Each state has its own Medicaid systems in place, such as Medi-cal [...]

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